Focused Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Focused Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1	Closed	–	–	981
2021 Q2	$0	Hold	1	–	–	﹤0.01%	921
2021 Q1	$0	Hold	1	–	–	﹤0.01%	899
2020 Q4	$0	Hold	1	–	–	﹤0.01%	809
2020 Q3	$0	Hold	1	–	–	﹤0.01%	769
2020 Q2	$0	Buy	+1	New	+$70	﹤0.01%	750
2019 Q4	–	Sell	-54	Closed	-$4K	–	705
2019 Q3	$4K	Hold	54	–	–	﹤0.01%	582
2019 Q2	$4K	Buy	54 +1	+2%	+$73	﹤0.01%	610
2019 Q1	$4K	Hold	53	–	–	﹤0.01%	562
2018 Q4	$3K	Hold	53	–	–	﹤0.01%	572
2018 Q3	$4K	Buy	53 +2	+4%	+$146	﹤0.01%	533
2018 Q2	$4K	Buy	51 +18	+55%	+$1.31K	﹤0.01%	524
2018 Q1	$2K	Buy	33 +12	+57%	+$884	﹤0.01%	613
2017 Q4	$2K	Buy	+21	New	+$1.49K	﹤0.01%	605

Other funds holding ACWI

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return